The Role
This is a hands-on Financial Planning position where you will deliver holistic advice to a broad client base, working collaboratively with both internal stakeholders and external introducers.
Key responsibilities include:
- Providing expert financial planning and wealth management advice to private clients
- Building and developing a client bank through referrals, professional introducers (e.g. solicitors, accountants), and internal relationships
- Working closely with Investment Managers to deliver strong client outcomes
About You
- Level 6 qualified (CII or equivalent), ideally Chartered or working towards
- Minimum 5 years\' experience delivering holistic financial planning advice
- Strong technical knowledge across pensions, tax planning, IHT, trusts, and protection
- Proven ability to build and develop client relationships
- Confident communicator with a professional and consultative approach
- Experience supporting or mentoring others would be advantageous
What\'s on Offer
- Basic salary up to £85,000
- Attractive bonus structure
- Comprehensive company benefits package
- Strong internal support, including paraplanning and administrative teams
- High-quality lead sources and introducer relationships
- A collaborative, professional, and client-focused culture
This is a fantastic opportunity to join a respected firm where you can focus on delivering quality advice, develop your client base and be part of a business that genuinely supports its advisers.
Financial Advisor - Clients provided employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
